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Integrated Wealth Concepts’s Eagle Materials EXP Stock Holding History

Integrated Wealth Concepts’s Portfolio EXP Stock Details EXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$422K Buy
1,873
+702
+60% +$147K ﹤0.01% 1768
2026
Q1 		$222K Buy
+1,171
New +$249K ﹤0.01% 2046

Other funds holding EXP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Integrated Wealth Concepts's EXP Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Eagle Materials (EXP) stake by 60% in Q2 2026, buying an estimated $147K and bringing the position to 1,873 shares worth $422K. The position accounts for ﹤0.01% of the portfolio, ranked #1768.

Integrated Wealth Concepts first reported a position in EXP in Q1 2026 and has held it in 2 quarters since. 536 funds tracked by Wall St. Rank hold EXP as of Q2 2026.

  • Integrated Wealth Concepts held 1,873 shares of Eagle Materials worth $422K as of Q2 2026.
  • Integrated Wealth Concepts bought 702 Eagle Materials shares in Q2 2026, an estimated $147K.
  • Eagle Materials made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1768 holding.
  • Integrated Wealth Concepts first reported a position in Eagle Materials in Q1 2026 and has held it in 2 quarters since.
  • 536 funds tracked by Wall St. Rank held Eagle Materials as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.